Fiducie Desjardins Inc.
$7.0B reported client assets across 4 advisory firms in FY2017 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc | $3.6B | $9.7B | 37.4% | 03/28/2018 |
| N | $2.9B | $32.2B | 9.0% | 04/02/2018 |
| Montrusco Bolton Investments Inc. | $452M | $4.9B | 9.1% | 03/28/2018 |
| Ari Group, Llc | $25.0M | $25.1M | 99.5% | 03/31/2018 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.